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POSITION: Full-time Account Representative
PRIMARY FUNCTION: Serving members via telephone, walk-in and at special events. The Account Representative provides prompt, accurate, and courteous in person or telephone service to members while processing routine financial transactions, opening new accounts or processing loan applications and performs various Teller duties. Cross-sells credit union products and services, and makes referrals to a Loan Officer, to Mid Oregon Wealth Management, or to our Mortgage Lending area as needed and/or directed.
REQUIRED SKILLS: Pleasant, friendly demeanor; excellent customer service abilities in greeting members and making them feel comfortable; keyboarding including 10-key; accuracy in handling transactions and cash; ability to grasp a variety of tasks and perform them efficiently and quickly; ability to retain knowledge of CU products and services, and offer them to members when appropriate; PC-proficient in a Windows environment.
PREFERRED SKILLS: Attention to detail, strong time management, positive attitude, friendly, strong verbal and written skills.
STARTING SALARY: Minimum $18/hour, Based on experience
BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Float Holiday, Paid Volunteer Hours.
STARTING DATE: TBD
WORK LOCATION: Olney Branch
PROPOSED SCHEDULE: The work schedule is typically 8:15 a.m. to 5:15 p.m., Monday through Thursday and 9:15 a.m. to 6:15 p.m. Friday.
Job Posted by ApplicantProFull Time
$46k-59k (estimate)
06/28/2024
07/17/2024
midoregon.com
Bend, TX
100 - 200
The following is the career advancement route for Account Representative positions, which can be used as a reference in future career path planning. As an Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Representative. You can explore the career advancement for an Account Representative below and select your interested title to get hiring information.
If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Account Representative job description and responsibilities
Account representatives are often responsible for nearly all aspects of maintaining long-lasting client relationships.
12/11/2021: Alexandria, LA
Account representatives must also keep strict financial records of every sales transaction.
12/10/2021: Burlington, VT
Account representatives need to have good communication skills to make successful sales.
01/18/2022: Honolulu, HI
Account representatives must build relationships with clients to maintain their account and continue to sell renewals or additional products or services.
12/08/2021: Saginaw, MI
Account representative built strong rapport & trust with key stakeholders of wholesale businesses, grocers, chain retailers, fine dining establishments, juice bars, and processors.
12/10/2021: Bremerton, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Account Representative jobs
Account representatives take calls, field questions, and ensure any and all concerns a client might have are addressed by the sales and creative teams.
12/23/2021: Virginia Beach, VA
A typical Account Representative earns the following wages (national and state).
01/02/2022: Des Moines, IA
Reviews from Evantage employees about working as an Account Representative at Evantage.
01/03/2022: Alexandria, LA
Build an optimized Account Representative resume quickly and easily using these skills.
02/16/2022: Kennewick, WA
Don’t worry -- plenty of students have landed strong account representative roles without extensive work experience.
02/22/2022: Racine, WI
Step 3: View the best colleges and universities for Account Representative.